Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.67K+ 2.2% |
$524K - $604K
|
264K
$27.7M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-134- 0.93% |
$12.4K - $14.3K
|
14.3K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39.2K- 46.35% |
$3.63M - $4.19M
|
45.4K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$9.17M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14+ 0.08% |
$1.29K - $1.49K
|
17.3K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 4.87% |
$206K - $237K
|
43.4K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172K+ 11.91% |
$15.9M - $18.4M
|
1.62M
$170M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 3.01% |
$2.4K - $2.77K
|
838
$88.1K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.17KNew |
$386K - $445K
|
4.17K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
989K+ 5.51% |
$91.4M - $106M
|
18.9M
$1.99B
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$555 - $640
|
6.74K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
654+ 22.31% |
$60.5K - $69.8K
|
3.59K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
518+ 4.81% |
$47.9K - $55.3K
|
11.3K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.16K+ 1.86% |
$107K - $123K
|
63.2K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.9K- 2.32% |
$361K - $417K
|
165K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.59% |
$5.08K - $5.87K
|
3.4K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-87- 3.42% |
$8.04K - $9.28K
|
2.46K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55- 0.49% |
$5.08K - $5.87K
|
11.3K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
369+ 329.46% |
$34.1K - $39.4K
|
481
$50.6K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.22K- 6.99% |
$113K - $131K
|
16.3K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.21K- 3.16% |
$204K - $236K
|
67.6K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-80- 0.31% |
$7.4K - $8.54K
|
25.4K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
164K+ 214.17% |
$15.2M - $17.5M
|
241K
$25.3M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.5 - $107
|
2.19K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$555 - $640
|
5.23K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-482- 0.67% |
$44.6K - $51.4K
|
71.7K
$7.54M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 27.46% |
$164K - $189K
|
4.69K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-370- 15.24% |
$34.2K - $39.5K
|
2.06K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.67K- 19.85% |
$894K - $1.03M
|
39K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-25- 3.02% |
$2.31K - $2.67K
|
804
$84.5K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
299+ 3.43% |
$27.6K - $31.9K
|
9.01K
$947K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-58.6K- 99.94% |
$5.42M - $6.25M
|
34
$3.57K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
166KNew |
$15.3M - $17.7M
|
166K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
699+ 6.46% |
$64.6K - $74.6K
|
11.5K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
98+ 2.79% |
$9.06K - $10.5K
|
3.61K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-154- 3.43% |
$14.2K - $16.4K
|
4.34K
$456K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.5K+ 97.12% |
$1.53M - $1.76M
|
33.5K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
169New |
$15.6K - $18K
|
169
$17.8K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.96K- 18.46% |
$181K - $209K
|
8.67K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.1K- 3.64% |
$1.67M - $1.93M
|
479K
$50.3M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
3.69K+ 8.01% |
$342K - $394K
|
49.8K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
85.8K+ 11.93% |
$7.93M - $9.15M
|
805K
$84.6M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$740 - $854
|
7.15K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.2K- 70.14% |
$573K - $661K
|
2.64K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-199- 2.46% |
$18.4K - $21.2K
|
7.9K
$831K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
87+ 1.06% |
$8.04K - $9.28K
|
8.32K
$874K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.02% |
$4.44K - $5.12K
|
4.64K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.04K+ 10.1% |
$651K - $751K
|
76.8K
$8.07M
|